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Arch 158 Finals Reviewer

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Page 1: Arch 158 Finals Reviewer

June  23,  2010  

 

I. Past  and  Present:  The  Professional  Tradition  • 2  Parallel  Traditions:  (Both  have  led  to  different  design  processes  

and  solutions)  o Popular  o Professional  

• Human  Habitat    human  settlement    cohesive    Shaped  by  popular  builders  

• Professional  Architects  concerned  themselves  with  specific  buildings  and  monuments  which  represented  a  small  but  highly  visible  share  of  the  built  (???)  

 Monumental  architecture    History  architecture  (eg.  Pyramids  –  Imhotep)  

• The  Popular  Design  Tradition  o Folk  Culture  o The  design  and  building  activity  are  rooted  in  common  

stratum  of  experience  and  knowledge  generated  by  the  local  culture.  

o The  domain  of  craftsmen  and  artisans  who  were  the  designers,  builders  and  users  of  their  own  settlement  

o “Culture-­‐bound”  o There  is  little  specialization  o Design  training  was  acquired  through  imitation  supported  

by  memorization  of  practical  rules  o Development  of  traditions  was  handed  down  from  

generation  to  generation    created  stable  culture  o Patterns  are  changed  thru  trial  and  error  process  o Programmatic  specifications  often  remain  implicit  o There  is  no  need  for  explicit  programming.  

• The  Professional  Design  Tradition  o Forms  the  core  of  officially  recorded  design  theory  o “High-­‐Culture”    design  work  is  produced  for  a  client  or  

an  elite  or  a  patron  o Design  activity  results  from  individual  initiatives  of  

professional  architects  who  receives  critical  feedback  o Components:  Styles,  fashion,  fads,  academics,  schools,  

boards  o Most  buildings  are  unique,  oriented  towards  elite  and  

specific  o High  degree  of  specialization  o Evolving  Society  

Mesopotamia  –  citadels,  ziggurats   Egypt  –  pyramids,  pylons,  mastaba,  obelisks  

o Design  training  is  highly  institutionalized,  training  is  required  

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o Rules  are  codified  in  the  form  of  texts  o Uniqueness  is  a  key  element  o Change  is  a  key  because  the  designer  innovates  o New  solutions  are  fastly  developed  o Professional  designers  are  agents  of  change  

• Coexistence  o 2  traditions  are  manifestations  of  the  dichotomy  between  

high  and  folk  architecture  that  co-­‐exist  in  society  o The  break  in  the  dichotomy  occurred  with  the  collapse  of  

the  Pre-­‐industrial  society  during  the  Industrial  Revolution  which  led  to  the  disappearance  of  the  popular  tradition  and  take  over  the  professional  tradition  

o This  brought  about  the  collapse  of  the  craftsman  as  a  designer-­‐builder  

II. Development  of  Profession  in  the  20th  Century  • Architects  worked  as  individuals  • In  the  early  part  of  the  20th  century,  middle  classes  emerged.  

Architects  became  professionalized.  Architects  started  to  take  salaried  employments  and  joined  government  service.  

• After  WWII,  architect  entrepreneurs  emerged.  Business  organization  

 

July  7,  2010  (continuation)  

Guilds    artisans/master  craftsmen         Feudalism  

                                       

societies               Monarchy  

                                       

academics               Nation-­‐states  

         

institutions    professional  architects    

           (diplomas/degrees)    

• The  Causes  for  transformation  included:  o Economics  

In  boom  times  or  increased  economic  activity,  there  is  a  tendency  to  deregulate  the  economy  resulting  in  the  division  of  labor  manifestations  in  the  rise  in  specialization  

In  times  of  decreased  economic  activity,  economic  integration  occurs  manifested  in  the  rise  of  massive  conglomeration,  ie.  Consortium  

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o Technology   For  the  practice,  adaptation  of  programs  that  

increase  productivity  and  efficient  delivery  of  service  

For  the  industry,  new  products  and  new  systems  have  made  projects  expansive  and  complain;  new  sciences  and  new  management  needs  have  been  granted.  

o Globalization:  Practice  deregulation   GATS  –  general  agreement  of  trades  and  sciences   Increased  competition   Log(Lag?)  in  the  access  to  technology  particularly  

base  knowledge  in  architectural  science  • Issues  of  IPR  (intellectual  property  rights)  to  

new  technology  • Reluctance  for  technology  transfer  by  global  

players   Decline  in  professional  competence  due  to  less  

access  to  new  technologies     Stronger  economies  vs.  weaker  ones.  

III. Threats  and  Opportunities  in  the  20th  Century  • Leadership  

o Separation  of  functions:  landscape  architecture,  interior  design,  environmental  planning  are  new  separated  professions  with  their  own  laws,  project  management  is  dominated  by  engineers,  land  development  is  controlled  by  real  estate  developers  

o Solution:  There  must  be  a  willingness  to  undertake  the  responsibilities  in  the  entirety  for  the  execution  of  all  building  work.  

• Adequacy  of  training  and  education  available  to  would  be  architects  and  practitioners  

o There  is  a  need  to  open  educational  and  cooperative  linkages  with  divergent  fields.  

• Development  of  management  and  marketing  skills  and  strategies  o Role  of  curriculum,  continuing  education  and  the  

profession  of  education  o Public  view  of  architects    

• Architecture  and  the  building  enterprise  o Architecture  and  the  law    

Buildings  are  important  for  their  growth  and  health  of  the  country’s  economy  

Advancement  of  technology  which  requires  increasing  amount  of  quantity  buildings  

To  provide  the  quantity  of  buildings  to  meet  the  need  of  society,  

• Competition  must  be  free  

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• There  must  be  sufficient  number  of  workers  in  all  branches  of  the  building  field.  

• It  must  keep  pace  with  other  goods  by  offering  maximum  value  at  a  reasonable  cost  in  structures  worthy  of  our  times  

• Efficiency  of  the  building  design  o Elements  of  the  building  field  

Owner:  Public  and  Private  Sectors   Design  Professional:  Architects,  engineers,  

technical  personnel   Constructions:  Contractors,  sub-­‐contractors,  

suppliers  and  manufacturers,  fabricators  and  building  trades  people,  skilled  and  unskilled  labor  

Other  elements:  Government  agencies,  finance  agencies,  testing  and  research  agencies  

o Private  or  Public:   Private  law  –  laws  dealing  with  the  private  relation  

of  persons   Public  law  

o The  law  grants  architects  the  same  latitude  as  other  professionals  the  freedom  to  exercise  their  judgment  and  skill  reasonably  and  prudently,  comfortably  aware  that  as  long  as  they  act  reasonably  and  prudently,  the  law  will  support  their  endeavors.  

o The  standard  reasonable  case   Architect  is  required  to  do  what  a  reasonably  

prudent  architect  would  do  in  the  same  community  and  in  the  same  time  frame  

Architects  are  not  required  to  guarantee  that  a  building  will  function  perfectly  or  that  bids  will  be  within  the  specified  budget.  

o Expectations  of  Project  Participants   Many  clients  do  not  realize  that  architects  provide  

professional  services  and  not  a  product   Architects  need  to  remind  their  client  that  

architecture  can’t  be  pretested  and  will  not  be  mass-­‐produced  and  no  amount  of  care,  effort  and  conscientiousness  on  the  architect’s  part  can  foresee  every  aspect  of  transforming  a  design  on  paper  into  reality.  

o Measuring  the  standard  of  care   Architects  are  rarely  used   They  also  take  into  important  consideration  rules  

and  regulations  controlling  design  and  practice.  o Professional  Liability  

Negligence  

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• A  professional  who  fails  to  meet  the  standard  of  reasonable  care  may  be  held  negligent  in  the  performance  of  professional  duties  if  inquiry  or  damage  results  

• The  law  requires  proof  of  the  elements:  o Duty  –  there  must  be  legal  obligation  

evident  o Breach  –  facts  to  perform  the  duty  o Cause  –  breach  of  duty  is  the  

proximate  cause  of  harm  o Damage  –  there  must  be  actual  

harm  or  damage  as  a  result  of  breach.  

• Negligence  actions  can  arise  from  either  o Acts  of  commission:  The  architects  

errors  o Acts  of  omission:  things  that  should  

have  been  done  and  were  not   Statutes  of  Limitations  

• Statute  of  repose:  injury  must  occur  within  a  statutory  period  

• Statute  of  limitations:  statutory  period  begins  when  injury  occurs  or  defect  is  discovered.  

Agency  relationships  –  define  legal  responsibility  • Owner  architect  relationship  • Architect  employee  relationship  • Architect  consultant  relationship  • Joint  venture  

Recurring  Counsel  • Architects  have  to  decide  for  themselves  

when  and  how  often  to  seek  legal  counsel  • Question  your  lawyer.  

Professional  Preparation  and  Choices  

Professions  and  Society  

Professionals  and  Public  Life  

• Key  general  abilities  o Concern  for  contemporary  cultural  issues  and  problems  

such  as     Quality  of  life   State  of  the  environment   Housing  for  those  in  difficult  circumstances  

o Ability  to  define  and  address  complex  problems  

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o Capacity  to  work  with  information  and  ideas  that  are  specific  

o Skill  in  the  representation  and  communication  of  concepts  • Paths  and  Settings  

o Private  Architectural  Firm   First  job,  usually  private  firm   Building  careers  within  existing  firms   Start  a  new  firm   Discover  other  practice  setting  

o Corporations  and  limitations  (individual  act)  o Public  agencies  o Contractors  and  developers  o Education  and  research  o Related  pursuits  

Computer  modeling,  visual  representation,  software  development  

Community  planning  and  urban  design   Banking  and  lending  institutions  as  risk  insurers,  

appraisers   Building  materials  and  product  manufacturers  and  

distribution   Forensic  architecture  and  as  expect  witness  

• The  architect  and  public  life  o Architecture  can  participate  by:  

Pro-­‐bono  services  for  the  public  good   Contributing  technical  expertise  to  the  formulation  

of  public  policy  and  legislative  proposals   Seeking  to  make  the  profession’s  views  and  

positions  known  on  issues  that  affect  the  profession  via  advocacy  

Being  appointed  and  elected  as  public  officials  o Benefit  derived  from  participation  in  public  life:  

Opportunity  to  improve  the  built  environment  and  the  lives  of  the  people  

Opportunities  for  gaining  exposure,  making  contacts,  and  gaining  knowledge.  

• Characteristics  of  a  Profession  o Lengthy  and  arduous  education  is  the  most  frequently  

cited  characteristic  of  a  profession  o Professional  education  is  also  seen  as  a  “rite  of  passage”  

where  future  practitioners  are  introduced  to  the  knowledge,  values  and  skills  of  their  profession  

o Expertise  and  judgment  –  ideas  and  services  rather  than  goods  and  products  

o Registration  –  serves  as  a  means  of  protecting  the  public  health,  safety  and  welfare.  

o Relative  anatomy  

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o Other  traits   High  incomes  and  high  prestige  in  their  

communities   Belonging  to  a  national  professional  organization  

• Professional  Ethics  o Professional  attitude  can  not  be  written  into  a  contract  or  

legislated.  o 2  crucial  elements  in  the  concept  of  the  professional:  

They  have  to  be  competent  and  proficient  in  their  work  (due  to  training  and  rigorous  study)  

They  have  to  be  guided  strongly  by  the  spirit  of  service.  

*Must  love  his  work  o Qualities  of  a  genuine  professional  

Service  oriented  –  indicated  by  spirit  of  service   Skillful  

• Practice  • Must  be  able  to  carry  out  the  task  with  

mastery  • The  work  must  be  expertly  done  

Posses  Integrity  • Practice  of  genuine  and  universal  moral  

values  • The  architect  must  do  his  work  without  

comprising  his  moral  principles.   Exhibit  diligence  

• The  professional  is  devoted  to  his  work  • All  his  clients  is  a  number  one  client  • Diligence  is  derived  from  the  latin  work  

“diligere”  meaning  to  love  • Optimum,  good  humor,  courtesy  and  

human  warmth.  • Source  of  productivity  is  a  person’s  work  values  • Professional  and  Productivity  

o Hard  work  o Hardness  to  goodness  work  

• Values  of  work  o Man  applies  both  his  spiritual  and  physical  skills  and  

abilities  o The  software  side  of  productivity  is  composed  of  

Work  values   Moral  values  

o Work  values  include   Industriousness  –  consistent  diligence  and  hard  

work  vs.  laziness  and  mediocrity   Order  and  good  use  of  time  –  more  work  is  done  

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Spirit  of  initiative  –  respond  promptly  and  resourcefully  requires  mental  agility.  

Moral  integrity    • Straight  in  thoughts  and  intentions  • Mobility  • Truthfulness  in  words  • Excellence  in  deeds  • Uncovering  commitment  to  do  good.  

Self-­‐empowerment  requires  intellect  and  free  will.  o Steps  in  formation  of  Values  

Knowing  oneself  –  self  examination   Making  resolutions:  

• S  –  specific  • M  –  measurable  • A  –  attainable  • R  –  relevant  • T  –  time  bound  

Carrying  out  these  resolutions  • Act  now.  

• Values  and  ethics  and  the  practice  of  architecture  o Why  is  there  a  need  to  dwell  on  this?  

Provide  service   Alert  students  to  the  moral  and  ethical  obligations   To  make  students  aware  that  we  enter  a  profession  

having  moral  and  ethical  standards   Social  impact   Guard  on  reputation  for  integrity  

o Professional  Code  of  Ethics   Established  codified  standards  

o The  Architect’s  National  Code  (UAP)   Approved  by  the  united  architects  of  the  

Philippines  July  21,  1979   Adapted  by  the  PRC  on  September  24,  1979   2  Divisions  

• UAP  Document  200:  Code  of  Ethical  Conduct  

• UAP  Document  201-­‐208:  Standards  of  Professional  Practice  

o UAP  Document  200   The  virtues  of  an  architect   Architect’s  code  of  ethics   Code  of  ethical  conduct   Architect’s  responsibilities  to  the  

• People  • His  client  • The  contractor  • Manufacturers,  dealers  and  agents  

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• Colleagues  and  subordinates  o Virtues  of  an  architect  (according  to  Marcus  Vitruvius  

Pollio_   High  minded   Not  arrogant  but  faithful   Easy  to  deal  with   Without  avarice   Not  occupied  with  receiving  gifts   Preserve  his  name  with  dignity  

• The  Client  Support  Circle  o Linear  Basic  Services  View  

Pre-­‐design   Design  

• Schematics  • Design  Development  • Working  drawings  

Construction    • Bidding  • Contract  administration  

Post  Occupancy  

 

• 2  qualities  of  the  design  process  o It  works  with  information  and  ideas  simultaneously  on  

many  levels  o Design  is  a  reciprocal  action  and  reflection  activity  

Design  stimuli   Organizing  principles   Areas  of  emphasis   Aesthetic  vocabularies  

• Design  is  undertaken  within  a  contractual  framework  

Management  

Planning  

Development  

Implementation  

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o Outlines  design  tasks  and  requiements  o Identifies  specific  responsibilities  for  design  o Establishes  a  schedule  including  start  up  and  completion  

dates  o Defines  the  design  phrases  with  interim  o Milestone  dates  and  owner’s  approval  to  proceed.  

 

Prepared  by  the  Architect:  

-­‐ Tender  bid  -­‐ Tender  documents  –  complete  set  of  documents    

Five  Project  Phase  

• Schematic  design  o Alternative  design  solutions,  most  important  o Clearly  defined,  feasible  concept  

• Design  development    o Detailed  architecture;  initial  engineering  contacts  o Establish  obligations  between  owner  

• Construction  documentation  o Written  and  graphic  documents  

• Bidding  and  negotiation  • Construction  Contract  Administration  

A. Schematic  Phase  • Site  plan  • Plans  for  each  level  • All  elevations  • Key  sections  • An  outline  specifications  –  materials  and  finishes,  and  engineering  

systems  • Statistical  summary  of  the  design  area  and  other  characteristics  in  

comparison  with  the  program  • Cost  estimates  based  on  current  area  volume  or  other  unit  cost    • Other  illustrative  materials  such  as:  

o Renderings  o Models  o Computer  Simulations  o Additional  Drawings  

B. ?  C. Design  Documentation  

• Construction  Documents  o Drawings  o Specifications  –  should  be  perfected,  document  o Contract  forms  and  conditions  o Bidding  requirements  o Government  projects  –  ra  9184  

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o 3  Basic  types  of  information   Legal  and  contractual  information   Procedural  and  administrative  information   Architectural  and  construction  information  

o Construction  related  Services   Interpret  the  documents   Track  the  progress  of  the  work   Actiler(???)  between  owner  and  contractor  

D. Bidding  Negotiations  • Obtaining  reasonable  prices  • Stages  

o Preparatory  Steps  o Pre-­‐qualifications  of  bidders  o Bidding  documents  o Receiving  the  bids  o Awarding  the  contract  

• Preparatory  Steps  o Contract  Structure  

Separate  contracts  for  design  and  construction   Number  of  construction  contracts   Period  of  award  –  immediacy  of  the  project   RA  9184  –  specifies  the  number  of  days  the  award  

can  be  given  o Award  System  

Direct  –  negotiated  selection,  reputation  and  performance  

o Competitive  Bidding   Seeks  to  find  lowest  reasonable  price  for  the  work  

consistent  with  marketplace  conditions   Avoid  “Sunk  Cost”   Types:  

• Open  • Restricted  

Post  evaluation  is  made  based  from  RA  9184  o Contractor  Compensation  

Stipulated  Sum   Cost  and  fined  fee;  increase  in  cost  of  materials   Guaranteed  maximum   Incentive  compensation   List  of  major  construction  projects  complete  with  

on-­‐going  • Name  of  project  • Owner  • Architect  • Contract  Amount  • c/o  Completion/Scheduled  Completion  

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Sweety(?!?!)  bond  company  including:  name,  address  and  bonding  capacity  

• Bid  bond  • Performance  bond  

Audited  financial  statement,  contractor’s  latest  balance  sheet  and  income  statement  

o Bidding  documents   Drawings   Specifications  

o Invitation  to  bid  o Instruction  to  bidders  o Receiving  the  bids  

Bid  opening   Bid  results   Evaluation  of  bids   Negotiations   Rejection  of  bids   Notification  of  builders  

o Awarding  of  Contract  

Owner’s  Responsibilities  

• Select  contractor  and  award  the  contract  • Provide  variety  of  information  to  the  contractor  • CARIS:  Construction  All  Risk  Insurance  • Issues  administrative  and  legal  notices  • Purchase  and  maintain  insurance  • Repost  any  defects  and  deficiencies  noted  in  work  • Compensate  the  contractor  • Make  decisions  and  recommendations  

Contractor’s  Responsibilities  

• Study  and  follow  the  contract  document  provisions  and  cooperate  with  the  architect  

• Select  construction  methods  and  techniques  and  safety  procedures  on  time  and  with  budget  

• Fulfill  contractual  responsibilities  for  permits,  brands,  certificates  and  other  written  notices,  authorization,  approvals,  submittals  

Project  Administration  

• Pre-­‐construction  Conference  o Architect  prepares  the  agendas,  reviews  it  ith  the  owner,  

takes  notes  in  meetings  o Attendance  include  the  owner,  architect,  contractor,  

consultants,  major  subcontractors  o Clarify  responsibilities  

• Pre  Construction  Conference  Agenda  

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o Chain  of  command  o Project  meetings  o Communications  Channes  o Explain  duties  of  O-­‐C-­‐A  o Review  of  the  general  conditions  o Financing  o Schedule  of  submittals  o Progress  payments  o List  of  subcontractors  o Utilities  o Security  o Safety  o Pilferage  

• Field  Administration  o Visits  the  site  

• Site  Observation  o Accomplished  at  intervals  appropriate  to  the  stage  of  

construction  or  as  agreed  in  uniting  o Conducted  deliberately  and  thoroughly  o Architect  is  not  responsible  for  

Exhaustive  or  continuous  site  visits   Clerk  of  works   Contractor’s  failure  of  work  

o Taking  section  in  the  field   When  the  architect  sees  that  the  work  did  not  

match  the  contract  documents   Owner  has  the  right  to  accept  non-­‐conforming  

work   Architect  has  the  right  to  request  additional  

inspection  o Stopping  work  

Owner  has  the  right  to  stop  the  work  o Project  Safety  

Initiation,  maintenance  and  supervision  of  all  safety  precautions  and  programs  in  connection  with  the  work  are  solely  the  responsibility  of  the  contractor.  

o Progress  of  Work   Project  schedule   Contractor  application  for  payment   Changes  in  the  work  

• Corrections  in  the  contract  documents  • Unanticipated  conditions  encountered  in  

the  field  • Changes  in  program  requirements.  

• Project  Close  Out  o Architect  administers  the  close  out  process  for  the  owner  

unless  there  is  a  construction  manager.  

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Substantial  Completion   Final  Completion   Final  Payment  of  Contractor  

UAP  Doc  201.  Pre-­‐design  services  

UAP  Doc  202.  Regular  design  services  

UAP  Doc  208.  Specialized  Allied  Services  

• Interior  design  • Acoustics,  communication  • Electronic  engineering  • Landscape  design  • Physical  planning  • Comprehensive  planning  

Schedule  of  fees:  Regular  Services  of  the  Architect  

Group  1   Industrial           6%  PCC  

Group  2   Office  and  Special  Purpose       7%  PCC  

Group  3   Highly  Specialized  Buildings       8%  PCC  

Group  4   Residential  Buildings         10%  PCC  

Group  5   Monumental  Buildings       12%  PCC  

Group  6   Repetitive  Construction       Min  fee  ++  

Group  7   Housing  Projects         Min  fee  ++  

Group  8   Detailed  Designing  Projects         15%  PCC  

    Renovationos           1.5  x  min  fee  

 

Alternative  Compensation  Methods  

• Percentage  Construction  Cost  o Ties  compensation  with  the  total  construction  cost  not  the  

scope  of  work  of  cost  of  professional  services  provided  o Stipulated  Sum  (Lump  sum)  

Fined  amount  is  negotiated  with  the  client  o Cost  +  Fined  fee  

Compensation  based  on  actual  time  and  experience  incurred  in  providing  services  as  well  as  provision  for  a  reasonable  profit  

Variations  of  cost  +  fixed  fee  • DSE  –  multiple  direct  salary  expense  • DPE  –  multiple  direct  personnel  expense  

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• Hourly  or  daily  billing  rates   Unit  cost  building  

• Basist  is  cost  per  building   Creation  of  profitable  contract  terms  

• Solid  contract  • Scope  should  control  the  price  • Breakdown  price  into  sections  

Ways  of  developing  price  • Cost  factors  +  profit  • Market  price  –  price  at  which  similar  

projects  are  done  • Value  pricing  –  what  the  project  is  worth  to  

the  client